Filed March 13, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $104,501 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 13 · EIN 34-1479833 | Contract Administrator | $16,509 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 19.33% | 17.70%+1.6pp | 13.48%+5.9pp | 53.27%-33.9pp |
| Employer contribution / active EE | $1,317 | $40,511-96.7% | $47,067-97.2% | $14,774-91.1% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |